AI Holders Summary · Q2 2026

98 institutions reported SCIO in Q2 2026. STRATEGIC PLANNING GROUP, LLC leads at 19.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

STRATEGIC PLANNING GROUP, LLC

CIK 0001875525

$59M2.9M6.46%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$46M2.2M0.00%Q2 2026 03

LPL Financial LLC

CIK 0001403438

$44M2.1M0.01%Q2 2026 04

Ferguson Shapiro LLC

CIK 0001767433

$20M972K5.88%Q2 2026 05

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$14M668K0.01%Q2 2026 06

Capital Investment Counsel, LLC

CIK 0002033609

$14M658K1.68%Q2 2026 07

ROYAL BANK OF CANADA

CIK 0001000275

$13M642K0.00%Q2 2026 08

Kestra Advisory Services, LLC

CIK 0001830819

$12M576K0.04%Q2 2026 09

Uniting Wealth Partners, LLC

CIK 0002056414

$11M539K2.26%Q2 2026 10

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

CIK 0002071183

$11M531K5.04%Q2 2026 11

First Heartland Consultants, Inc.

CIK 0001428793

$10M500K0.67%Q2 2026 12

Beaumont Financial Advisors, LLC

CIK 0001957394

$9M427K0.56%Q2 2026 13

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$9M422K0.01%Q2 2026 14

Delta Investment Management, LLC

CIK 0001757043

$7M329K1.12%Q2 2026 15

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$6M294K0.08%Q2 2026 16

CHANNEL WEALTH LLC

CIK 0001975550

$6M287K1.33%Q2 2026 17

Brendel Financial Advisors LLC

CIK 0001768065

$5M263K2.51%Q2 2026 18

Snowden Capital Advisors LLC

CIK 0001903055

$5M229K0.11%Q2 2026 19

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$5M219K0.00%Q2 2026 20

FOUNDATIONS INVESTMENT ADVISORS, LLC

CIK 0001743404

$4M204K0.04%Q2 2026

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